Nonprofit · EIN 39-0711690
WISCONSIN BANKERS ASSOCIATION
Tax-exempt · MADISON, WI 53718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $6,460,913 | $6,195,095 | $265,818 | $14,142,464 | $1,732,596 | $12,409,868 |
| May 31, 2024 | 990 | $6,257,374 | $5,847,469 | $409,905 | $13,343,558 | $1,552,662 | $11,790,896 |
| May 31, 2023 | 990 | $6,098,518 | $5,597,986 | $500,532 | $12,061,671 | $1,424,479 | $10,637,192 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $139,625
- Program service revenue
- $5,134,626
- Investment income
- $167,778
- Royalties
- $270,718
- Net rental income
- $32,669
- Other revenue
- $1,018,884
Expenses
- Grants and similar amounts paid
- $399,000
- Compensation of officers, directors and key employees
- $740,580
- Other salaries and wages
- $1,804,611
- Salaries, compensation and benefits (total)
- $3,082,629
- Professional fundraising fees
- $0
- Legal fees
- $119,205
- Accounting fees
- $50,991
- Occupancy
- $130,330
- Travel
- $49,259
- Depreciation
- $241,115
Balance sheet and other
- Total assets, start of year
- $13,343,558
- Total assets, end of year
- $14,142,464
- Total liabilities, end of year
- $1,732,596
- Net assets, end of year
- $12,409,868
- Land, buildings and equipment
- $2,894,527
- Publicly traded securities
- $3,641,704
- Net assets without donor restrictions
- $12,409,868
- Gross unrelated business income
- $733,881
- Gross receipts
- $6,522,360
- Employees
- 24
- Volunteers
- 16
- Year formed
- 1892
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROSE M OSWALD POELS | PRESIDENT/CEO Officer | 40 | $452,899 | $87,466 |
| DARYLL J LUND | EXECUTIVE VP/COS Highest-paid employee | 40 | $268,095 | $52,268 |
| LORENZO CRUZ | VP GOVERNMENT RELATIONS Highest-paid employee | 40 | $177,575 | $57,241 |
| SANDRA GIESE | VP ADMINISTRATION/CFO Officer | 40 | $154,751 | $31,807 |
| HEATHER MACKINNON | VP LEGAL Highest-paid employee | 40 | $141,265 | $31,817 |
| TYLER FOTI | DIRECTOR-GOVERNMENT RELATIONS Highest-paid employee | 40 | $108,488 | $26,773 |
| DONNA HOPPENJAN | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ALVARO ARAQUE | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PAUL NORTHWAY | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| JOE PEIKERT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TINA DEGUSTINO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KELLY HEROUX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL HOFFMANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHAY HORTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHANE ILSTRUP | DIRECTOR Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RYAN KAMPHUIS | DIRECTOR Trustee or director | 1 | $0 |
| JIMMY KAUFFMAN | DIRECTOR Trustee or director | 1 | $0 |
| GREG LUNDBERG | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS MEWS | DIRECTOR Trustee or director | 1 | $0 |
| TODD NAGEL | DIRECTOR Trustee or director | 1 | $0 |
| TIM SCHNEIDER | DIRECTOR Trustee or director | 1 | $0 |
| BILL SENNHOLZ | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROSE M OSWALD POELS | PRESIDENT/CEO Officer | 40 | $426,526 | $65,932 |
| DARYLL J LUND | EXECUTIVE VP/COS Highest-paid employee | 40 | $263,259 | $51,130 |
| LORENZO CRUZ | EXECUTIVE VP/COS Highest-paid employee | 40 | $168,689 | $49,879 |
| SANDRA GIESE | VP FINANCE & ADMIN Officer | 40 | $143,188 | $26,942 |
| HEATHER MACKINNON | VP LEGAL Highest-paid employee | 40 | $131,065 | $25,499 |
| DANIEL PETERSON | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DONNA HOPPENJAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ALVARO ARAQUE | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| PAUL NORTHWAY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KELLY HEROUX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL HOFFMANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHAY HORTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RYAN KAMPHUIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG LUNDBERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAY MACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS MEWS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANTHONY NGUYEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG OGREN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE PEIKERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL RAVENSCROFT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL SENNHOLZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended May 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROSE M OSWALD POELS | PRESIDENT/CEO Officer | 40 | $403,895 | $78,404 |
| DARYLL J LUND | EXECUTIVE VP/COS Highest-paid employee | 40 | $252,167 | $63,457 |
| LORENZO CRUZ | EXECUTIVE VP/COS Highest-paid employee | 40 | $145,572 | $46,149 |
| SANDRA GIESE | VP FINANCE & ADMIN Officer | 40 | $132,425 | $29,204 |
| HEATHER MACKINNON | VP LEGAL Highest-paid employee | 40 | $125,010 | $30,269 |
| DANIEL PETERSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KENNETH THOMPSON | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DONNA HOPPENJAN | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| ALVARO ARAQUE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JAMES CHATTERTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL HOFFMANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RYAN KAMPHUIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG LUNDBERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAY MACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS MEWS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL NORTHWAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG OGREN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE PEIKERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER PROVANCHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL RAVENSCROFT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TERESA ROSENGARTEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4721 S BILTMORE LN, MADISON, WI 53718-2107
- Principal officer (990 for 2024)
- ROSE M OSWALD POELS, 4721 SOUTH BILTMORE LANE, MADISON, WI 53718
- Signed the 990
- ROSE M OSWALD POELS, PRESIDENT/CEO
- Phone
- (608) 441-1200
- Website
- WWW.WISBANK.COM
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
WE ACTIVELY ADVOCATE, EDUCATE AND SUPPORT OUR MEMBERS TO HELP THEM POSITIVELY IMPACT THE WISCONSIN COMMUNITIES THEY SERVE.
Program accomplishments
- LEGISLATIVE ADVOCACY: ON AN ANNUAL BASIS, WISCONSIN BANKERS ASSOCIATION MONITORS THOUSANDS OF LEGISLATIVE PROPOSALS, HUNDREDS OF ADMINISTRATIVE RULES AND ADVOCATES FOR MEMBER INTERESTS AT BOTH THE STATE AND FEDERAL LEVEL. THESE EFFORTS INCREASE THE COMPETITIVE CAPABILITIES OF WISCONSIN FINANCIAL INSTITUTIONS.
- EDUCATION: WISCONSIN BANKERS ASSOCIATION CONTINUES TO SET THE STANDARD FOR PROVIDING TIMELY, HIGH QUALITY EDUCATION SPECIFICALLY DESIGNED FOR OUR MEMBERSHIP. OUR PROGRAMS LEVERAGE THE TALENTS OF EXPERTS IN THE FIELD OF BANKING AND FOCUS ON HOT LEGISLATIVE AND REGULATORY TRENDS FOR THE ECONOMIC AND BUSINESS CLIMATE IN OUR STATE. WE BRING EASE OF USE TO MEMBERS WITH THE ORGANIZATION'S MANY WEBINARS, PHONE SEMINARS AND ONLINE COURSES WHILE STILL PROVIDING VALUABLE NETWORKING OPPORTUNITIES WITH THE ORGANIZATION'S CONFERENCES, SCHOOLS, SEMINARS AND WORKSHOPS.
- LEGAL AND REGULATORY INFORMATION: WISCONSIN BANKERS ASSOCIATION OFFERS SEVERAL COMPLIANCE INFORMATIONAL RESOURCES FOR OUR MEMBERS ONLY. THE MOST NOTABLE RESOURCE IS OUR LEGAL CALL PROGRAM WHERE THE ORGANIZATION RESPONDS TO GENERAL COMPLIANCE INQUIRIES FROM MEMBERS. THE ORGANIZATION ALSO PUBLISHES THE MONTHLY WBA COMPLIANCE JOURNAL AND THE COMPLIANCE Q&A COLUMN MONTHLY FOR WISCONSIN BANKER. IN ADDITION, THE ORGANIZATION PUBLISHES MONTHLY THE SBA REGULATORY SPOTLIGHT WHICH IS SOLD TO SEVERAL OTHER STATE BANKER ASSOCIATIONS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0711690
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1935
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $14,142,464
- Income (IRS master file)
- $6,522,360
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $6,460,913 | $6,195,095 | $14,142,464 | XML |
| 990 | May 2024 | $6,257,374 | $5,847,469 | $13,343,558 | XML |
| 990 | May 2023 | $6,098,518 | $5,597,986 | $12,061,671 | XML |
| 990 | May 2022 | $5,774,675 | $5,472,592 | $11,076,284 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0711690).
Questions about WISCONSIN BANKERS ASSOCIATION
- What is the EIN of WISCONSIN BANKERS ASSOCIATION?
- The employer identification number (EIN) of WISCONSIN BANKERS ASSOCIATION is 39-0711690.
- Is WISCONSIN BANKERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1935.
- Are donations to WISCONSIN BANKERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WISCONSIN BANKERS ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WISCONSIN BANKERS ASSOCIATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WISCONSIN BANKERS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of WISCONSIN BANKERS ASSOCIATION?
- The 990 for the year ended May 31, 2025 names ROSE M OSWALD POELS.
- Who are the officers and directors of WISCONSIN BANKERS ASSOCIATION?
- The 990 for the year ended May 31, 2025 lists 22 people; 6 received compensation from the organization, the highest $452,899 (ROSE M OSWALD POELS, PRESIDENT/CEO).
- How much revenue does WISCONSIN BANKERS ASSOCIATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $6,460,913, expenses of $6,195,095 and total assets of $14,142,464 at year end.
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